HubSpot CRM for sales and marketing jobs

What you will be able to do

Skills you add to your Herizon profile when you finish: HubSpot CRM, Sales Pipeline Management, Sales Reporting.

• Explain what the free HubSpot CRM includes and where the limits are.
• Add contacts and deals, and keep a pipeline honest.
• Log activity, set follow-up tasks and build a simple dashboard report.
• Use the AI tools with care, and know what your account does with your data.
• Earn a free HubSpot Academy certificate for your CV.

Who it is for

Anyone starting a job that uses HubSpot: sales development, sales support, marketing coordination or customer success. No technical background needed.

The situation you work through

Aino, a new SDR and marketing coordinator at Kuura Software in Tampere, sets up HubSpot for one webinar campaign: five contacts, two deals with stages, a follow-up task for each, and a dashboard report, a step per page.

Your practice task

In a free HubSpot account, set up a pipeline with its stages, add five invented contacts and two invented deals, give each contact a dated follow-up task, and build a report of deals by stage on a dashboard. Then earn one free HubSpot Academy certificate. Submit screenshots of the records, tasks, report, dashboard and certificate (no real customer data) and a one-paragraph description of what you built.

What is inside

1. What HubSpot is and who uses it
2. The free plan and its limits
3. Contacts and companies
4. Deals and pipeline stages
5. Tasks and logging activity
6. Forms, segments and a follow-up email

and 5 more pages

Finish with a short quiz to earn your certificate.